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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
851
Sagespring Wealth Partners
Tennessee
$627K +$81K +1,013 +15%
TCM
852
Telos Capital Management
California
$625K -$24.7K -309 -4%
VV
853
Verity & Verity
South Carolina
$622K -$5.76K -72 -0.9%
MPWS
854
McCarter Private Wealth Services
Massachusetts
$620K +$80K +1,000 +15%
AFG
855
Atomi Financial Group
New York
$619K +$127K +1,584 +27%
EFG
856
Everhart Financial Group
Ohio
$618K +$104K +1,303 +21%
NA
857
Nautilus Advisors
California
$617K -$2.8K -35 -0.5%
ECM
858
Everence Capital Management
Indiana
$617K
AWAU
859
Alliance Wealth Advisors (Utah)
Utah
$615K -$60.1K -752 -9%
ITIM
860
Indiana Trust & Investment Management
Indiana
$615K
BG
861
Bahl & Gaynor
Ohio
$615K -$61.5K -769 -9%
WT
862
Whittier Trust
California
$614K
PP
863
Prudential plc
United Kingdom
$613K -$379K -4,739 -39%
LIM
864
Loudon Investment Management
New Hampshire
$613K
RBC
865
Romano Brothers & Co
Illinois
$609K
FMC
866
First Merchants Corp
Indiana
$604K -$4.96K -62 -0.8%
VA
867
VestGen Advisors
Illinois
$604K
CG
868
Curat Global
New Hampshire
$603K -$120K -1,500 -17%
SRIM
869
Saratoga Research & Investment Management
California
$602K -$4.4K -55 -0.7%
CIEC
870
Crédit Industriel et Commercial
France
$602K +$585K +7,317 New
AC
871
AlphaCore Capital
California
$601K +$160K +1,998 +38%
ST
872
Smithfield Trust
Pennsylvania
$600K -$22.4K -280 -4%
AG
873
Ascent Group
Virginia
$598K +$293K +3,662 +102%
AAM
874
Advisors Asset Management
Colorado
$597K -$17.8K -222 -3%
LFAS
875
Level Four Advisory Services
Texas
$593K +$85.6K +1,071 +17%